Investment Analyst

The Ohio State University•Columbus, OH

1d•$70,800 - $81,375•Hybrid

About The Position

The Ohio State University’s Office of Financial Services is hiring a full-time Investment Analyst for a two-year term position supporting management of the university’s Operating Fund Portfolio. The role works with a small, collaborative team in the Treasurer’s Office to position the portfolio to meet university liquidity needs while generating risk-adjusted returns. The work focuses primarily on fixed-income strategies, with opportunities to gain insight into other asset classes, including public equities. The Analyst may also support separately invested funds, including self-insurance pools, affiliated entity portfolios, and an economic development fund. This is an in-person role based at the university’s main campus in Columbus, Ohio. The team is in the office Monday through Thursday, with remote-work flexibility on Fridays. At the end of the two-year term, the Analyst may be considered for a full-time permanent position based on performance and team staffing needs.

Requirements

Bachelor’s degree in finance, accounting, business, economics, information systems, mathematics, or a relevant field.
Strong computing, quantitative, writing, and communication skills.
Knowledge of financial and investment theory and practice.
Proficiency in Microsoft Office and skill in analytics and modeling.
Advanced abilities with Microsoft Excel or willingness to learn.
Self-motivated and detail-oriented, with a commitment to ethical behavior and professionalism.

Responsibilities

Provide primary support for investment operations for the University Operating Fund Portfolio and other separately invested portfolios as needed.
Monitor portfolio compliance with the Ohio Revised Code, the university’s investment policy, and other applicable policies.
Facilitate transactions and trades, support portfolio rebalancing and liquidity needs, process provider invoices, and help manage investment-related RFQ/RFP processes.
Document and maintain processes and procedures related to the investment function.
Prepare and maintain performance and attribution reporting across portfolios, and liaise with investment managers, mutual fund companies, and custodial services to ensure reporting accuracy.
Assist with monthly investment reviews, senior leadership reporting, and deliverables for quarterly investment committee and university board meetings.
Assist in monitoring and evaluating external investment managers and participate in meetings to review manager performance and strategy.
Conduct investment research and analysis at the direction of the Senior Investment Analyst.
Facilitate meetings with prospective investment service providers and coordinate or assist with special projects as assigned.
Provide cross-functional support for financial operations, including banking, cash management, and forecasting.
Serve as the primary contact for custodial services.